The Home Depot Inc (NYSE:HD)
$ 346.43 -1.01 (-0.29%) Market Cap: 343.32 Bil Enterprise Value: 391.81 Bil PE Ratio: 22.94 PB Ratio: 329.31 GF Score: 92/100
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Home Depot Inc, Johnson & Johnson and Del Monte Foods Inc at Wolfe Research Global Transportation & Industrials Conference (Virtual) Transcript

May 19, 2020 / 04:45PM GMT
Release Date Price: $238.1 (-2.95%)
Scott H. Group
Wolfe Research, LLC - MD & Senior Transportation Analyst

All right. We're back. This is always one of my favorite parts of the conference, our transportation shipper panel. I never thought I'd say this, but I feel like I'm actually missing the turkey sandwich from the Marriott this year. But really happy to -- we've got some really good shippers on the panel this year. I think it's one of the benefits of doing this virtually is we've got some good ones.

So we've got 3M, Del Monte Foods, Home Depot and Johnson & Johnson. I'm going to just ask each participant to just very quickly introduce their company. And just to frame the discussion, just give us a sense of the size of their transportation budget and then how it breaks down by mode. And then again, remember, please type in questions. And I'll make sure to get to them, but I've got a bunch for myself.

So -- but first off, Dan George, he's the Manager of Transportation at 3M. Thanks, Dan, for being here.

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